DocPrep Complete – Coming Soon

From $124/month and $2199 sign-up fee

ADAPT’s VEPS DocPrep Complete is designed for a Document Preparation Provider looking for a comprehensive solution.  If you want a fully automated website designed to support a cloud-based document preparation service the DocPrep Complete package gives you everything you need to take your business to the cloud. and work with their prospects and clients effectively through the cloud.

Key features of the DocPrep Complete Solution include

  • Complete Custom Website
  • All Templates (including Gun Trust, Medicaid, IRA Beneficiary Trust, Misc. Estate Planning)
  • Links for your website
  • eCommerce Solution
  • Ability to fully brand/white label all client facing pages
  • Client Centric Access to gather important client input remotely
  • Front Office Access to review client information and/or prepare documents
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Description

FEATURES:

  • State specific Trust, Wills & Powers Dynamic Templates
  • Supporting Interactive Document templates for Transfer, funding & modification
  • Special Purpose Trust templates
  • Coming Soon! – Irrevocable Trust Templates including Medicaid Intentionally Defective Trusts, ILITs, QPRTs, CRATs and more
  • Client access to gather input remotely
  • Client Questionnaire for gathering client input remotely
  • DIY Client Interviews for Trust, Will and Power engagements
  • Links to forms for client access
  • Ability to Brand/White label ALL client facing pages
  • eCommerce supported
  • Practice Activity Reporting
  • Complete Custom Website

Additional information

Detail Features

Complete Custom Website. ADAPT will create a WordPress site based on your input from a wide range of existing designs and options.
o Trust & Wills templates organized into typical engagement packages:
o Trust Package
o Will Package
o Power Package (Health Care, GPOA)
o Will Only
o Gun Trust, Medicaid, IRA Beneficiary Trust, Misc. Estate Planning

• Links that act as a dynamic form for your website to allow you to gather important client information from your client via your website or email that you send out providing the link to the form.
• eCommerce capabilities that allow you to work with the payment gateway of your choice.
• Ability to fully brand all client facing forms and pages.
• Client Intake/Registration Access to gather important client input remotely
• Front Office Access so that as a preparer you can either create documents yourself or review the client information and input supplied to create the custom legal documents desired.

Detail Pricing

Annual Licensing for DocPrep Complete
Initial Year (setup fee plus licensing): $3439
Each Year Thereafter (annual licensing): $1240
Monthly Payment Plan
Set up Fee: $2199
Monthly Fee: $124
Multi-user licenses and pricing are also available

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